VALUE THE OPPORTUNITY
OPENING DOORS TO UNLOCK YOUR POTENTIAL
 
EXPERIENCE TRUE DIVERSITY
UNIQUE INVESTMENT TAILORED TO YOUR NEEDS
 
ALTERNATIVE INNOVATION
YOUR SUCCESS IS OUR OPPORTUNITY
 
UNCOVERING POTENTIAL
THE BEST WAY TO INVEST IN ALTERNATIVES
 
VISION MEETS VERSATILITY
RETURNING THE FAVOUR CANADA-WIDE

Private Investment Opportunity

World Class Service.

Privest Wealth Management understands that Trust is the single most important factor in the decision to invest your hard earned capital in any venture.

Investing in the Exempt Market can be frightening without a trusted partner at your side. Exempt Market investments can offer specialized risk profiles and superior returns that help balance the overall portfolio of the average investor. The challenge is not to find a way to invest in the Exempt Market, but to find a wealth management company, with information and insight, that works as hard to build trust as it does to build wealth.

Every day, our industry-leading team of experienced professionals work to prove that Privest cares about providing quality opportunities to the investors that are at the core of our business.  Welcome to Privest Wealth Management.

UNIQUE INVESTMENT TAILORED TO YOUR NEEDS

EXPERIENCE TRUE DIVERSITY.

Investment in the private capital markets has become increasingly more common in recent years. With the introduction of new regulation, opportunities previously reserved for high net worth and institutional investors have been made available to the greater retail market. Private investment is incredibly diverse, utilizing sophisticated strategies and uncovering opportunistic ventures that, for the most part, would be unavailable through traditional public investment vehicles, providing merit in many different forms.

THE VALUE OF PRIVATE INVESTMENTS

PRINCIPAL SECURITY

DIVERSIFICATION

TAX BENEFIT

GROWTH POTENTIAL

Our primary goal is to create relationships with clients and advisors that are based on mutual trust and respect.

OUR PEOPLE

Dean Lower
President and Chief Executive Officer
Saunder Van Dijk
Chief Compliance and Financial Officer
Rick Couronne
Vice President of Business Development
What Are The Private Capital Markets?

The Exempt Market is also known as the Private Capital Market.  These names describe the same financial investment segment, which offers a placement of investment dollars without the requirement to issue a full prospectus and without the full public disclosure requirements.

Under the rules laid out in National Instrument 45-106 & 31-103 each provincial securities authority allows dealers (like Privest) to offer securities in organizations that, for a variety of reasons, are not available on the publicly traded markets…

Why Invest in The Private Capital Markets?

Exempt Market investments are an important part in bringing diversification to an investment portfolio.  Unlike the bond market, they are reflective of a given issuer’s perceived opportunity or need, rather than overall sentiment about segment growth.  Compared to the stock market, they can be less volatile, particularly with regards to investor sentiment and sector performance.

Often, exempt market investments offer higher rewards in exchange for lower liquidity options…

What are the Common Forms of Risk?

All investing involves some form of risk, whether it is low or negative returns, or loss of investment capital.  Investments like debt, equity, asset-backed securities, investment funds and derivatives can be sold in the exempt Market, without a prospectus (hence, the term ‘exempt market’), under certain strict rules and regulations.

This provides access to capital, and offers investors more choice, but investors should be aware of the risks associated with investing in the exempt market…